BSW
XLE icon

Buckingham Strategic Wealth’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Buckingham Strategic Wealth’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$2.04M Sell
44,742
-658
-1% -$30.6K 0.02% 234
2024
Q1 		$2.14M Sell
45,400
-1,120
-2% -$48.1K 0.02% 230
2023
Q4 		$1.95M Sell
46,520
-1,996
-4% -$85.3K 0.02% 237
2023
Q3 		$2.19M Sell
48,516
-226
-0.5% -$9.89K 0.03% 208
2023
Q2 		$1.98M Buy
48,742
+2,980
+7% +$121K 0.03% 214
2023
Q1 		$2M Hold
45,762
– – 0.04% 178
2022
Q4 		$2M Buy
45,762
+436
+1% +$19K 0.04% 178
2022
Q3 		$1.63M Sell
45,326
-20
-0% -$756 0.03% 192
2022
Q2 		$1.62M Sell
45,346
-4,734
-9% -$190K 0.03% 197
2022
Q1 		$1.91M Buy
50,080
+1,996
+4% +$69.1K 0.04% 182
2021
Q4 		$1.33M Sell
48,084
-2,550
-5% -$72.1K 0.03% 235
2021
Q3 		$1.32M Hold
50,634
– – 0.03% 228
2021
Q2 		$1.36M Buy
50,634
+96
+0.2% +$2.5K 0.03% 223
2021
Q1 		$1.24M Buy
50,538
+2,696
+6% +$62.2K 0.06% 210
2020
Q4 		$907K Sell
47,842
-5,518
-10% -$95.1K 0.05% 229
2020
Q3 		$799K Sell
53,360
-4,232
-7% -$75.1K 0.06% 206
2020
Q2 		$1.09M Buy
57,592
+37,306
+184% +$694K 0.1% 140
2020
Q1 		$295K Buy
20,286
+2,576
+15% +$61.1K 0.03% 346
2019
Q4 		$532K Buy
17,710
+2,696
+18% +$80K 0.05% 233
2019
Q3 		$444K Sell
15,014
-2,208
-13% -$66.8K 0.05% 255
2019
Q2 		$549K Buy
17,222
+956
+6% +$30.6K 0.06% 232
2019
Q1 		$538K Sell
16,266
-40
-0.2% -$1.28K 0.07% 213
2018
Q4 		$468K Sell
16,306
-502
-3% -$16.8K 0.07% 193
2018
Q3 		$637K Sell
16,808
-322
-2% -$12.1K 0.1% 160
2018
Q2 		$650K Sell
17,130
-3,348
-16% -$124K 0.11% 153
2018
Q1 		$690K Sell
20,478
-4,340
-17% -$154K 0.13% 136
2017
Q4 		$897K Sell
24,818
-6,020
-20% -$207K 0.19% 115
2017
Q3 		$1.06M Sell
30,838
-5,038
-14% -$164K 0.25% 92
2017
Q2 		$1.17M Buy
35,876
+7,182
+25% +$241K 0.27% 88
2017
Q1 		$1M Buy
28,694
+17,276
+151% +$624K 0.29% 76
2016
Q4 		$430K Buy
11,418
+658
+6% +$23.8K 0.14% 131
2016
Q3 		$380K Buy
10,760
+64
+0.6% +$2.19K 0.13% 131
2016
Q2 		$365K Buy
10,696
+68
+0.6% +$2.24K 0.12% 136
2016
Q1 		$329K Sell
10,628
-2,482
-19% -$72K 0.11% 138
2015
Q4 		$395K Buy
13,110
+1,862
+17% +$61.3K 0.13% 115
2015
Q3 		$344K Sell
11,248
-3,318
-23% -$112K 0.12% 122
2015
Q2 		$547K Buy
+14,566
New +$578K 0.18% 102

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

Buckingham Strategic Wealth's XLE Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.4% in Q2 2024, selling an estimated $30.6K and leaving 44,742 shares worth $2.04M. The position accounts for 0.02% of the portfolio, ranked #234.

Buckingham Strategic Wealth first reported a position in XLE in Q2 2015 and has held it in 37 quarters since. The position peaked at $2.19M in Q3 2023. 1,806 funds tracked by Wall St. Rank hold XLE as of Q2 2024.

  • Buckingham Strategic Wealth held 44,742 shares of State Street Energy Select Sector SPDR ETF worth $2.04M as of Q2 2024.
  • Buckingham Strategic Wealth sold 658 State Street Energy Select Sector SPDR ETF shares in Q2 2024, an estimated $30.6K.
  • State Street Energy Select Sector SPDR ETF made up 0.02% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #234 holding.
  • Buckingham Strategic Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2015 and has held it in 37 quarters since.
  • Buckingham Strategic Wealth's State Street Energy Select Sector SPDR ETF position peaked at $2.19M in Q3 2023.
  • 1,806 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.